Dimensional US Marketwide Value ETF (DFUV)
40.90
+0.20
(+0.50%)
USD |
NYSEARCA |
Mar 28, 16:00
40.90
0.00 (0.00%)
After-Hours: 16:54
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.21% | 0.05% | 10.61B | 423334.0 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.55% | 2.00% | 465.32M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation. The ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. The Advisor considers companies of all market capitalizations for purchase by the Portfolio. The Portfolio may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Dimensional Fund Advisors |
Prospectus Benchmark Index | |
Russell 3000 Value TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Jed Fogdall | 25.22 yrs |
John Hertzer | 25.22 yrs |
Joseph Hohn | 25.22 yrs |
Allen Pu | 0.01 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation. The ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. The Advisor considers companies of all market capitalizations for purchase by the Portfolio. The Portfolio may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Dimensional Fund Advisors |
Prospectus Benchmark Index | |
Russell 3000 Value TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Jed Fogdall | 25.22 yrs |
John Hertzer | 25.22 yrs |
Joseph Hohn | 25.22 yrs |
Allen Pu | 0.01 yrs |